Biography

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.

Focus Areas

• Retirement Income Planning
• Retirement Strategies
• Business Owners
• Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ)
• Insurance Strategies
• Investment Strategies (Reg. Reps Only)
• Charitable Giving
• Risk Management Strategies
• Estate Planning
• Military
• Business Succession Planning
• Financial Education
• College Funding Strategies
• Group Benefits
• Special Needs (ChSNC Required)

Languages

• English